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User account for an Organzation?

Liz Hackett

Hi all, simple question (Couldn't find anything in the manual)

Can an organisation be added as a User Account in BBIS, so that, for instance, the org could view their donation history etc just like an individual?

Cheers, Liz

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Joseph Styons

Hi Liz,

Yes. Any BBCRM can be linked to a BBIS user, including organizations, groups, etc. There will just be one login for the entire organization, though.

There are some instructions here - they are old, but I think they are still valid.

At the risk of self-promotion, I have a CRM customization called 'bbis power tools' that lets you do this in a single step from within BBCRM.

You can see screenshots here, if you like.

Joseph Styons
https://www.styonssoftware.com

Liz Hackett

Thanks Joseph Styons‍

Could you please repost the instructions link, for me it only went to the main forum page -https://community.blackbaud.com/forums/viewcategory/511

Thanks for your help!

Joseph Styons

Hi Liz!

It looks like the powers that be at Blackbaud finally took down the old bbdevnetwork just in time for you to need it.

There is a related conversation about it here.

Luckily, the wayback machine caught the article in question. You can find the old archived article here.

Joseph Styons

https://www.styonssoftware.com